Resurgent Financial Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
2,349
+48
| +2% | +$13.9K | 0.37% | 72 |
|
|
2025
Q1 | $695K | Sell |
2,301
-272
| -11% | -$82.1K | 0.42% | 68 |
|
|
2024
Q4 | $711K | Sell |
2,573
-45
| -2% | -$12.4K | 0.42% | 67 |
|
|
2024
Q3 | $755K | Sell |
2,618
-264
| -9% | -$76.1K | 0.44% | 66 |
|
|
2024
Q2 | $735K | Sell |
2,882
-74
| -3% | -$18.9K | 0.46% | 64 |
|
|
2024
Q1 | $766K | Sell |
2,956
-61
| -2% | -$15.8K | 0.41% | 72 |
|
|
2023
Q4 | $682K | Sell |
3,017
-203
| -6% | -$45.9K | 0.42% | 62 |
|
|
2023
Q3 | $670K | Sell |
3,220
-117
| -4% | -$24.4K | 0.46% | 52 |
|
|
2023
Q2 | $643K | Sell |
3,337
-18
| -0.5% | -$3.47K | 0.42% | 61 |
|
|
2023
Q1 | $651K | Sell |
3,355
-165
| -5% | -$32K | 0.43% | 57 |
|
|
2022
Q4 | $777K | Sell |
3,520
-90
| -2% | -$19.9K | 0.41% | 55 |
|
|
2022
Q3 | $656K | Buy |
3,610
+254
| +8% | +$46.2K | 0.44% | 59 |
|
|
2022
Q2 | $660K | Buy |
3,356
+26
| +0.8% | +$5.11K | 0.42% | 65 |
|
|
2022
Q1 | $712K | Buy |
3,330
+113
| +4% | +$24.2K | 0.44% | 63 |
|
|
2021
Q4 | $622K | Buy |
+3,217
| New | +$622K | 0.5% | 57 |
|